Filed May 24, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,533 | $94,529-68.8% | $140,016-78.9% | $64,186-54.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 87.5%+1.4pp | 69.6%+19.3pp |
| Annual return | -4.10% | 7.77%-11.9pp | 651.12%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,693 | $3,812-55.6% | $5,606-69.8% | $2,381-28.9% |
| Participant deferral / active EE | $3,082 | $5,250-41.3% | $6,927-55.5% | $3,470-11.2% |
| Admin fee / account holder | $16,683 | $6,741+147.5% | $10,705+55.8% | $4,888+241.3% |